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Private Wealth Advisor- Durban
Résumé du poste
A leading financial institution is seeking a Private Wealth Advisor in Durban to provide exceptional client experiences and education in wealth creation, accumulation, and protection. The ideal candidate will identify opportunities for revenue growth, build strong client relationships, and ensure compliance with legislation. The role involves advising on financial solutions and achieving sales targets. If you have experience in private wealth management and a passion for client advisory, apply now!
Qualifications
- Experience in private wealth management or similar financial advisory roles.
- Strong understanding of wealth creation and financial solutions.
- Ability to build and maintain client relationships.
Responsabilités
- Deliver exceptional experience to Private Wealth clients.
- Advise on fiduciary opportunities and client philanthropy.
- Achieve revenue and profit targets by growing portfolio.
Connaissances
Job title : Private Wealth Advisor- Durban
Job Location : KwaZulu-Natal, Durban
Deadline : December 31, 2025
To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
- Participate in planned activities that are appropriate for own development.
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
- Identify and utilise opportunities for revenue growth to deliver on sales targets.
- Provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Develop, encourage and nurture collaborative relationships across the FRG.
- Ensure compliance to legislative and audit requirements and adherence to relevant processes.
- Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
- Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.
- Deliver internal and external customer service excellence through adherence to quality service standards.
- Prevent wastage and identify process improvements to contain and reduce costs.
- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
End Date : December 10, 2025
- Sales / Retail / Business Development jobs
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.